Samara AI Platform: A HIPAA and SOC 2 Compliant AI Operating System for Healthcare Networks, MSOs, DSOs, and Healthcare Private Equity
Samara AI Platform is a HIPAA and SOC 2 compliant healthcare AgenticOS built for outpatient and ambulatory networks, dental networks, DSOs, MSOs, and healthcare private equity firms. It also supports dermatology, eye care, chiropractic, orthopedic, behavioral health, and med spa networks that need one system to run on.
Samara helps healthcare organizations standardize operations, unify data, and make performance more predictable across every location. It supports patient engagement, buy-and-build strategies, consolidation, M&A, and roll-ups, and it's built to help platforms and portfolios expand EBITDA and margin while working toward zero no-shows and full appointment fill rates. The multi-agent, agentic operating system is designed to strengthen exit multiples, expand EBITDA and margin, compress OpEx, and protect ROIC and roll-up acceleration, all within enterprise security, governance, guardrails, role-based access, and regulatory compliance.
Samara AI Platform
The AI Operating System for Healthcare PE, MSOs & DSOs
Built for PE, MSO/DSO operations, technology & executive teams. Standardize operations, unify data into a single source of truth, and protect institutional knowledge across every add-on, platform, and portfolio.
Built for the Buy-and-Build Playbook
Four platform pillars that turn a collection of acquired practices into one standardized, predictable operating company.
Operational Standardization & Predictability
Run every location on the same operational playbook. Standardized workflows and predictable performance across add-on, platform, and portfolio scale, no matter how fast you acquire.
Data Unification as a Single Source of Truth
One unified data layer across every location, tax ID, and system of record. Executives, operators, and technology teams all work from the same numbers.
Bi-Directional Integration & Semantic Normalization
Bi-directional integration and semantic data normalization across all your systems of record, including EMR, PMS, billing, and marketing. Data flows both ways, mapped to one shared model.
Institutional Knowledge Protection
SOPs, workflows, and operational know-how live in the platform, not in someone's head. Protect the business from staff turnover and operational shocks.
Three Outcomes. One Platform.
Samara is purpose-built to drive business, operational, and patient outcomes at the same time, across the entire portfolio.
Business Outcomes
For investors & executives
Operational Outcomes
At add-on, platform & portfolio scale
Patient Outcomes
For every patient, at every location
One OS. Every Layer of the Network.
From the boardroom to the front desk to the patient's phone, each layer of Samara serves a different team on the same unified platform.
Samara AI Platform
For PE, MSO/DSO Operations, Technology & Executive Teams
- Operational Standardization & Predictability
- Data Unification as a Single Source of Truth
- Bi-Directional Integration & semantic data normalization across all systems of record (EMR, PMS, Billing, Marketing & more)
- Institutional Knowledge Protection from staff turnover & operational shocks
Samara AI Teams
For Multi-Site Clinic Teams: Practitioners, Office & Marketing Teams
- Automates Scheduling, Intake & Marketing workflows
- Automates Patient Engagement, Rebooking & Reactivation
- Human-in-the-Loop Recommendations & Training
Samara Patient Portal
For Patients, everywhere they find you
- 1-Touch Online Scheduling directly from Google, Website, Facebook, Instagram & more
- Easy Appointment & Care Coordination Management
- Automated Reminders
Every System of Record.
One Semantic Model.
Bi-directional synchronization and semantic data normalization across EMR, PMS, billing, and marketing systems, spanning all tax IDs and locations. No more data silos. No more diligence surprises. Just one unified, intelligent network.
Enterprise-Grade Security & Guardrails
Samara's AgenticOS is HIPAA and SOC 2 compliant, with enterprise-grade security and guardrails built in, so the data unification holds up under the same scrutiny your portfolio companies already operate under.
Governance & Guardrails
Every AI agent operates within enterprise guardrails: permissioned actions, human-in-the-loop checkpoints, and full auditability across the portfolio.
Role-Based Access Control
Executive, operations, technology, clinic, and marketing teams each see exactly what they should, nothing more and nothing less.
Regulatory-Grade Data Handling
Encryption at rest and in transit, BAAs, and audit logging built for healthcare's regulatory environment, with HIPAA and SOC 2 compliance from day one.
Diligence-Ready Infrastructure
Clean, unified, well-governed data across every entity: the kind of operational hygiene that accelerates diligence and protects exit value.
Standardize the Platform.
Compound the Portfolio.
See how healthcare PE firms, MSOs, and DSOs use Samara to expand EBITDA, compress OpEx, and accelerate roll-ups.